AUMdb

Premier Forge Group Retirement Plan

Sponsored by Premier Forge Group, Llc · EIN 834343140 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
159
With balances
168

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $14,904

Filing history

Plan year Assets Participants Source
01/01/2024 $4.6M 159 ack 20251014212828NAL0003759905001
01/01/2021 $3.3M 154 ack 20250520091556NAL0001101217001
01/01/2020 $2.8M 159 ack 20250204102839NAL0013818832001
09/01/2019 $1.9M 94 ack 20250204102801NAL0003912099001